|
<< Click to Display Table of Contents >> CS-B View Salespersons Info |
  
|
|
<< Click to Display Table of Contents >> CS-B View Salespersons Info |
|
CS-B View Salespersons Info
Purpose of Program
Use this program to view salesperson’s information, including his commission rate, how and when it is calculated, and the last 12 months totals for the following: sales quota, gross sales, cost of goods sold, receipts (customer payments), commissions due, and commissions paid.
You can also use this program to enter a sales quota, which serves as a reference with which to compare actual sales.
Column Heading Explanations
Quota
You may enter a sales goal or quota for comparison with actual performance. No processing is performed with this field.
Gross
The total sales associated with this salesperson, broken down by month.
COGS
The total cost of goods sold associated with this salesperson, broken down by month.
Receipts
This figure reflects all sales associated with this salesperson that have received customer payment. If the commission is set up to be paid when customer payment is posted, this figure is used as part of the calculation.
Comm Due
When either the invoice or payment is posted, this figure is updated and represents the commission due but not paid.
Comm Paid
After you have used CS-D, Transfer Sales Commissions, to move all or part of the commissions due to the salesperson’s payroll information or Accounts Payable account, this column will be updated. The commissions paid for each month are listed.
General Program Operation
Enter the salesperson’s number in the Num field, or click on the lookup icon (or press F2) to select a salesperson. Once selected, the salesperson¡¦s information will be displayed on the screen.
If you wish to edit the sales Quota or any of the other columns, click on the Edit button and the cursor will move to the Quota column and will have access to it and the other columns.
When finished with your entries, click on Save (or press F10). The screen will clear itself for entry of another salesperson number. To exit the program, click the Exit button (or press <Esc>).